December 21, 2024
What This Week's Freefall Means to End the Year
Dear Subscriber,
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| By Jim Nelson |
This week might have felt like a bloodbath in the markets — and I mean all markets.
But you shouldn’t buy into hysteria … yet.
Obviously, there are some valid reasons for this freefall.
It started the minute the Fed announced that it expects either two or three rate cuts in 2025.
Before this week’s meeting — which did include a cut — everyone expected at least four more next year.
That sent shares of just about everything lower right at 2 p.m. Eastern on Wednesday when the Fed meeting concluded.
There were also the failed continuing resolutions for a federal budget in the House.
Among myriad other complications that come with a potential government shutdown, the record travel season ahead — AAA expects some 7.9 million people to take to the skies — could impact flights and airport operations.
Investors hate uncertainty. And they hate it when the Fed just won’t do what they want.
Of course, behind the scenes, there are other reasons why the market could end the year a bit weaker.
After such an amazing run-up in stock prices all year long, many investors may be selling their losers to offset their winners for tax purposes.
Whatever the case for this mid-December fall, it’s important to keep our perspective. Look at it in the bigger picture:
We’ve seen this size of drop three times already this year — in April, August and September.
And all three times, buyers picked up the slack on the other side of them.
With the holidays nearly here, who’s to say investors don’t get another gift?
Speaking of gifts, your editors have some ideas for you …
Five Gifts for Investors
Nilus Mattive offers some last-minute gift ideas. Many of these you can do right from home without heading out to the store.
Our List of ‘A’-Rated Names Just Got Bigger
Our chief ratings guru, Gavin Magor, is looking up despite this week’s performance. By up, I mean the “buy”-rated companies that were recently upgraded. You should consider these gift ideas for your portfolio.
Profit from America’s Nuclear Gap
Sean Brodrick shares one of his favorite ideas for 2025 — the wildly unsustainable deficit in the uranium market. And he even has a company set to boom from it.
What Happens When Moore’s Law Breaks?
Everything from AI to your smartphone needs semiconductors to continue getting faster and faster each year. Unfortunately, they can’t without changing the material of which they are made. Chris Graebe has the solution.
Buy This Core Investment Before 2025
Our tech specialist, Michael Robinson, says that it’s foolish to bet against tech. And so, his gift to you is a way to do it without trying to pick the winners from the losers.
Happy Holidays!
Jim Nelson
Managing Editor, Weiss Ratings Daily
P.S. Next week, we’ll be doing something a bit different. But I know you are going to like it. I won’t spoil it. But be sure to check your inbox starting tomorrow at 12 noon Eastern.
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